Commercial Relationship Manager II

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Initiative","Sound judgment","Adaptability","Prioritization","Communication"]

Manage a portfolio of complex commercial clients, establishing and sustaining strategic relationships while driving profitable revenue and growth. Own annual production goals across loans, deposits, and fees, source and develop new business through outside activities, and provide informed guidance aligned to clients’ objectives. Perform credit analysis and underwriting, ensure strong asset quality and regulatory compliance, and use internal tools to generate leads, track activities, and coordinate cross-functional support when needed.

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First Interstate BancSystem
First Interstate BancSystem
1 month ago

Commercial Relationship Manager II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Manage a portfolio of complex commercial clients, establishing and sustaining strategic relationships while driving profitable revenue and growth. Own annual production goals across loans, deposits, and fees, source and develop new business through outside activities, and provide informed guidance aligned to clients’ objectives. Perform credit analysis and underwriting, ensure strong asset quality and regulatory compliance, and use internal tools to generate leads, track activities, and coordinate cross-functional support when needed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Achieve annual production and growth goals for loans, deposits, and fees to meet financial targets and credit terms.
  • •Develop new business through outside business development activities and build referral pipelines through centers of influence.
  • •Provide ongoing client contact and perform relationship reviews to understand needs and recommend solutions aligned to business objectives.
  • •Analyze credit and take accountability for portfolio activities and issues, supporting sound asset quality through underwriting and portfolio management.
  • •Maintain compliance with bank regulations, policies, and required annual training; conduct research on relevant industrial, commercial, economic, and financial conditions.

Pay and Benefits

Perks:Paid Leave401kHealth InsuranceStudent Loan

Key Requirements

  • •10+ years of experience in commercial lending and/or commercial credit underwriting, or equivalent education and experience.
  • •Bachelor’s degree in Business, Finance, or related field.
  • •Advanced credit analysis and commercial underwriting skills, including accounting, financial statement analysis, and cash flow analysis (formal Credit Analyst training required).
  • •Strong knowledge of commercial lending policies, procedures, practices, documentation, risk-rating system, and underwriting policies/credit products.
  • •Experience with asset-based lending, capital structure finance, and trade finance.
Experience:10+ yearsCommercial lendingCredit underwritingAsset-based lendingTrade financeCapital structure finance
Education:Bachelor's in Business, Finance, or related field
Skills:InitiativeSound judgmentAdaptabilityPrioritizationCommunication
Certifications:Credit Analyst training
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookPowerPoint

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn